Display the Contact Card from the Resource Information Card

Depending on your role in WorkBook, you can display the contact card from the resource information card in Resources.

Note: You must have permission to add prospects and clients to WorkBook, as well as modify prospect- and client-related information and activities, to complete this task.

To display the contact card from the resource information card:

1. On the main toolbar, click Resources .
2. In the grid, select a resource.
   You can use the Resource Type Filter field next to the Search in Grid field to display specific resource types in the grid.
3. On the grid toolbar, click Horizontal Resource Information or Vertical Resource Information to display the resource information card, if it is not already displayed.
4. On the side toolbar of the resource information card, click Contacts .
5. In the resource information card grid, click a contact's initials or picture to display the contact card.
   Alternatively, you can click Toggle Resource Card on the top toolbar of the resource information card to display the contact card.